Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.035 | 0 | 34 |
| 1 month | 0.001 | 0 | 39 |
| 3 months | -0.061 | 0 | 32 |
| 1 year | 0.037 | 0 | 47 |
| 3 years | 0.084 | 0 | 58 |
| 5 years | 0.106 | 0 | 13 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.162 | — |
| 2023 | 0.178 | — |
| 2022 | -0.120 | — |
| 2021 | 0.216 | — |
| 2020 | 0.140 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.036 | — | — | — |
| 2024 | 0.081 | 0.007 | 0.048 | 0.019 |
| 2023 | 0.097 | 0.051 | -0.031 | 0.053 |
| 2022 | -0.082 | -0.061 | -0.001 | 0.021 |
| 2021 | 0.032 | 0.076 | 0.029 | 0.064 |
| 2020 | -0.093 | 0.115 | 0.089 | 0.035 |
| 2019 | 0.040 | 0.015 | 0.056 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.037 |
| 3 years | 0.084 |
| 5 years | 0.106 |